Michelle DeckerCRD Number: 4557634
Current Firm: Stoker Ostler, A Part Of Bmo Financial Group
Michelle Decker (CRD# 4557634) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 15 years of experience in the finance industry. Michelle Decker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Stoker Ostler Wealth Advisors, Inc.||Scottsdale, AZ||Feb 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management1,068MILLIONS
Total Number of Accounts2,370ACCOUNTS
Average Account Value$450,700
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MO, MT, NC, NV, NY, OH, OR, PA, TX, UT, VA, VT, WA, WI